Account Timeline (CDP)
Definition
Unified chronological view of every customer’s lifecycle — from first campaign touch, through sales interactions, Gong calls, CRM status changes, product usage, and support tickets. The foundational data structure that the brain-layer operates over.
Inspired by HubSpot’s Account Timeline tool (demoed by guy-kori from bizapps), but built on direct API connectors rather than aggregated dependencies (DEC-002).
Related decisions
- DEC-001 — Initial data sources via Guy Kori (Salesforce + Gong) plus Almog Ross (BigBrain Account Timeline as reference)
- DEC-002 — Direct API access preferred over BigBrain aggregations (so external customers without monday-specific infra can use Harmony)
Sources
- harmony-bizapps-sync-2026-04-12 — origin reference (Guy demoed HubSpot’s version)
- offsite-2026-04-14 — confirmed as foundation of the architecture
- vision-2026-04-15 — discussed as the sticky data layer (“Catholic marriage”)
Related entities
- tomer-friedman — built initial visualization
- hubspot — visual reference
- bigbrain — internal aggregated reference (not the chosen path)
- salesforce, gong, google-ads, facebook-ads — data sources
Related concepts
- brain-layer — operates over the timeline
- connector-architecture — the integration approach
- cross-funnel-intelligence — what the timeline enables
Construction steps
- Ingest from connected sources via API connectors
- Resolve identity: campaign contacts → CRM leads → opportunities → accounts
- Build chronological timeline of all interactions
- Tag events with metadata (channel, campaign, outcome, sentiment)
- Enable agents (and humans) to read/write to the timeline
Open debates
- Native vs connector: connectors first (DEC-002), but real-time SDR needs local copy (Vision session)
- Identity resolution complexity: how much can be auto vs manual (related to OQ-004)